Mike Sweetland
MICHAEL SWEETLAND - Financial Services Professional MDRT - Qualifying Member

DEBBIE SWEETLAND - Agent

NAIFA - Board Of Directors San Gabriel Valley Chapter


As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.




Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. Michael & Debbie, are New York Life Insurance Agents, and Michael is a Registered Representative of NYLIFE Securities LLC, out of the Covina Valley General Office. They are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.




Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.





Michael and Deborah J. Sweetland are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA. No insurance business may be conducted outside this state referenced. Their CA Department Of Insurance license numbers are Michael - #0F55824 and Debbie - #0F55932



Michael Sweetland is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer at 3201 Temple Ave. Suite 200 Pomona, CA. 91768. In this regard, this communication is strictly intended for individuals residing in the state of CA. Offers may not be made or accepted from any resident outside the state of CA.





 

Account Access

View Your Personal Accounts



Personal Folders

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

More Newsletters →